Your Practice Deserves Better Operations. Let’s Build Them.
Eliminate inefficiencies, align your team, and scale with confidence through the Operational VIP Audit.
Uncover the Gaps: Your Business’s Growth Depends on It
As a financial advisor, your expertise lies in guiding your clients toward financial security. But who’s guiding your business toward operational efficiency?
The Operational VIP Audit is the solution for advisors who feel stuck in the chaos of day-to-day operations and want a clear path to sustainable growth. We uncover the hidden inefficiencies, people challenges, and technology headaches that are holding you back from growing your practice.
This isn’t about surface-level fixes—it’s about transforming your business into a powerhouse ready to handle growth with confidence.
Why work with Cameo?
Cameo Roberson is the Founder of Atlas Park Consulting, a Business Coaching & Fractional COO Agency for Financial Advisors and Wealth Management firms. Atlas Park helps leaders execute their growth strategy and drive revenue without feeling overwhelmed. Previously, Cameo spent more than 15 years in the client service and operational trenches of fee-only and fee-based advisory firms.
Cameo’s insights and subject matter expertise have graced the pages of industry-leading publications such as Wealth Management Magazine, US News & World Report, Advisor Perspectives, The Journal of Financial Planning, Forbes Magazine, Financial Planning Magazine, and Investor’s Business Daily.
Why Financial Advisors Trust the Operational VIP Audit
The financial advising world is complex, and your business deserves an operational strategy tailored to its unique demands.
Here’s why financial advisors choose us:
- Specialized Expertise: We understand the unique challenges of wealth management firms and RIAs.
- Proven Results: We’ve helped advisors increase efficiency, reduce client churn, and boost team performance.
- No Cookie-Cutter Solutions: Every audit is customized to fit your firm’s needs, goals, and vision for growth.
When your business operations thrive, so do your clients—and your bottom line.
What’s Included in the Audit?
The Operational VIP Audit is a comprehensive examination of your practice. Here’s what you’ll receive:
Maximizing People & Teams
Discover how to position your team to support long-term growth.
Systematizing Processes
Extract what works, eliminate inefficiencies, and create workflows that scale.
Leveraging Technology
Optimize your tech stack for maximum performance and seamless client service.
From a detailed Kick-Off Call to 1:1 Staff Interviews, Weekly Updates, and a Tailored Audit Assessment Report, we’ll leave no stone unturned.
Outcomes You Can Expect
Imagine a business where:
- Your office runs like a well-oiled machine.
- Clients receive a consistent, five-star experience every time.
- You have more time to focus on what matters most—growing your business.
Severable measurable results our clients have achieved:
- Increased AUM through more efficient client onboarding.
- Reduced turnover by creating clear roles and expectations for staff.
- Improved client retention and satisfaction rates leading to more referrals and revenue.
This Offer Is For You If
- You’re a Financial Advisor at an RIA (Registered Investment Advisor)
- You’re an IAR (Investment Advisor Representative) of an RIA
- You want your business to run like a well-oiled machine
- You generate at least $500K annually
This Offer Is Not For You
- You’re part of a B/D that will not allow you to work with outside consultants.
- You’re a “captive” financial advisor and restricted in your business
- You’re not motivated to change how your business operates
- You generate less than $500K annually
How We Tailor the Audit to Your Business
Your business is unique, and your operational strategy should be too.
Our process starts with a detailed Pre-Kick-Off Questionnaire to understand your specific pain points, goals, and vision. From there, we:
Interview
Interview your key team members to uncover their daily challenges and responsibilities.
Analyze
Interview your key team members to uncover their daily challenges and responsibilities.
Deliver
Deliver a customized roadmap that prioritizes solutions designed to transform your operations.
Don’t Just Fix the Symptoms—Solve the Problems
Too often, financial advisors try to fix operational challenges with quick patches—like hiring another admin or investing in new software—only to find themselves back at square one.
The Operational VIP Audit is different. We address the root causes of inefficiency, including:
- Unclear team roles and responsibilities.
- Processes that depend too much on you.
- Technology that isn’t fully leveraged.
By solving the core issues, we create lasting change that sets your practice up for sustainable growth.
What Financial Advisors Are Saying
Your Audit Investment
What’s the cost of doing nothing?
- Missed opportunities to onboard new clients?
- Frustrated employees leading to turnover?
- Inefficiencies that drain your time and energy, leading to burnout?
Investing in The Operational VIP Audit means investing in your business’s future.
Audit engagements are flat rate priced. For an accurate quote, based on your firm size and business model, please contact our office.
Take the First Step to a Scalable Future
Are you ready to take control of your operations, scale your business, and serve your clients better?
It starts with a conversation. Book a Discovery Call to learn how The Operational VIP Audit can transform your practice.
Don’t let inefficiencies hold you back from growth. Take action today, and let’s build the business you’ve always envisioned.
Frequently Asked Questions (FAQ)
The average timeline for completing the audit is between 1 – 2.5 months, depending on team availability and scheduling. We’ll provide weekly updates and a project dashboard so you always know what’s happening and when to expect results.
Yes, collaboration is key! We’ll conduct 1:1 interviews with key staff to gain insights into their roles and daily responsibilities. Involving your team ensures we understand the full picture and create actionable solutions that work for everyone.
Absolutely. The Audit Assessment Report provides a detailed roadmap with actionable steps for optimizing your team, processes, and technology. We don’t just highlight problems; we give you tailored solutions to address them.
Once the audit is complete, we’ll review the findings with you during a team meeting and discuss next steps. If you’d like additional support, we offer ongoing services to help implement the recommendations outlined in the report.
The Operational VIP Audit is ideal for financial advisors who are:
- Struggling with inefficient processes or technology.
- Dealing with unclear team roles and responsibilities.
- Ready to scale but feel stuck in the day-to-day grind.
If you’re tired of putting out fires and want to focus on growth, this audit is for you. Book a discovery call to see if it’s the right fit for your firm.
